-10.9%
HAL vs HAS
+214.3%
-225.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -6.5% | +3.3% | -9.8% | -7.2% |
| 30D | -2.1% | +30.5% | -32.7% | -8.6% |
| 3M | -4.9% | +29.9% | -34.7% | -11.1% |
| 6M | -19.3% | +26.5% | -45.8% | -24.1% |
| YTD | +14.3% | +51.9% | -37.6% | -0.5% |
| 1Y | +17.3% | +60.9% | -43.6% | -0.2% |
| 3Y | -10.9% | +215.0% | -225.9% | -39.5% |
| All | -10.9% | +214.3% | -225.2% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling